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Hannah Perry

@Crestmont Private Wealth Llc

Latest period2024 - Q4ReportedManaged Assets$222.297MTotal holdings76
Assets growth rate-2.85%Assets growth rate (2-Q avg)3.71%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crestmont Private Wealth Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Crestmont Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 222.297M in assets, with a quarterly growth rate of -2.85% and a 2-quarter average growth rate of 3.71%. The portfolio is managed by Hannah Perry, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MLIMueller Inds Inc
Recent Activity
Decreased -0.91%
0.31%
$668,846
8,428 shares@ $79.36 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 3.46%
0.31%
$668,638
2,637 shares@ $253.57 avg price
CVXChevron Corp New
Recent Activity
0.29%
$627,739
4,334 shares@ $144.85 avg price
NDAQNasdaq Inc
Recent Activity
Increased 2.37%
0.28%
$619,794
8,017 shares@ $77.31 avg price
HDHome Depot Inc
Recent Activity
Decreased -7.14%
0.27%
$591,265
1,520 shares@ $389.0 avg price
GDXJVaneck Etf Trust
Recent Activity
Decreased -3%
0.26%
$576,227
13,479 shares@ $42.75 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.43%
0.26%
$574,759
1,268 shares@ $453.28 avg price
VRSNVerisign Inc
Recent Activity
Increased 4.66%
0.26%
$568,105
2,745 shares@ $206.96 avg price
COPConocophillips
Recent Activity
Increased 62.24%
0.25%
$551,703
5,563 shares@ $99.18 avg price
ICEIntercontinental Exchange In
Recent Activity
Increased 3.27%
0.25%
$546,122
3,665 shares@ $149.02 avg price